I don't know if we'll see price increases. My belief based on current market understanding is we'll see efficiency increases.

With models getting to the quality level they can perform a specific set of work at an acceptable quality level we will now begin to cost optimize that work.

We just invested in Lamb Labs from YC Summer 2026 as example company pioneering this next wave of ASICs to run a model.

We're going to see massively lower power usage and much better tokens/sec per dollar of capital expense as well. Think Moore's law but for tokens and output quality.